介绍我们如何走到今天——NLW的新播客

大家好，AI每日简报的朋友们。

Hello, AI Daily Brief friends.

今天，我要推出一个新播客。

Today, I'm launching a new podcast.

这个想法直接来源于制作AIDB的过程。

It came directly out of making AIDB.

经常有一些重要话题，背景故事太多，没法塞进每日一集的节目里。

Pretty frequently, there are important topics that just have way too much backstory to fit into a daily episode.

这个新节目就是讲这些故事的。

This new show is the place for those stories.

节目叫《我们是怎么走到这一步的》，深入讲述当今最重要的趋势、事件和现象是如何形成的。

It's called How We Got Here, and it's the deep dive story of how today's most important trends, events, and phenomenon came to be.

第一集从人们对数据中心的愤怒讲起，然后回溯15年，解释美国是如何对科技行业失去热情的。

The first episode starts with anger over data centers, then goes back 15 years to explain how America fell out of love with the tech industry.

第二集讲的是为什么东西变便宜了，生活却变贵了。

Episode two is about how stuff got cheap while life got expensive.

所以不只是科技领域。

So it's not just tech.

社会、文化、经济方面的任何话题都可以。

Anything in society, culture, or economics is fair game.

这个节目背后的核心理念是，很多现代人的愤世嫉俗，源于觉得现状是不可避免的，但实际上，现状是一系列决策的结果。

The bigger idea behind it is that a lot of modern cynicism comes from feeling like the way things are was inevitable, when really it was the outcome of a set of decisions.

当我们理解了那些让我们走到今天的决策，就会意识到，我们其实有更多的主动权去塑造未来。

When we understand the decisions that got us here, we realize we have a lot more agency to shape what comes next.

新节目每周一更新，时长大约45分钟到一小时，每一期还会配一篇带插图的深度文章。

New episodes come out every Monday, run for about 45 minutes to an hour, and each one comes with a fully illustrated companion essay.

所以，我需要你帮个忙。

So here's what would be so helpful from you.

无论你在哪里听播客，都去关注《How We Got Here》，并给它评分和评论。

Go follow How We Got Here wherever you listen, and rate and review it.

链接在节目说明里，而且上线第一周是这些数据最关键的时候。

The link is in the show notes, and launch week is when those things count the most.

马上，你会听到第一集的前五分钟，标题是《科技如何失去美国》。

In just a second, you'll hear the first five minutes of episode one, "How Tech Lost America."

回到2025年6月，宾夕法尼亚州州长乔什·夏皮罗发布了一项公告，这种公告在当时已经越来越常见。

Back in June of 2025, Pennsylvania Governor Josh Shapiro made an announcement that had become an increasingly common type of announcement at that time.

他兴奋地宣布，亚马逊计划在该州投资200亿美元，这将是宾夕法尼亚联邦历史上最大的资本基础设施投资。

Excitedly, he shared that Amazon planned to invest $20 billion into his state, representing the largest capital infrastructure in Pennsylvania Commonwealth history.

当然，这200亿美元实际上是为了在全州建设新的尖端数据中心园区。

That $20 billion, in fact, was, of course, to build new state-of-the-art data center campuses across the state.

夏皮罗明确表示，这是一件值得兴奋的事情。

This was, Shapiro made clear, a thing to be excited about.

夏皮罗州长说，这将创造数千个高薪、稳定的工作岗位，为宾夕法尼亚当地社区带来新的收入，并且，引用他的话，“确保人工智能的未来贯穿宾夕法尼亚。”

Governor Shapiro said it would create thousands of good-paying, stable jobs, generate new revenue for Pennsylvania's local communities, and, quote, "ensure that the future of AI runs right through Pennsylvania."

仅仅14个月后，夏皮罗州长对数据中心的说法就发生了很大变化。

Fast-forward just 14 months later, and what Governor Shapiro had to say about data centers had changed quite a bit.

2026年8月18日，他发帖说：“我刚刚签署了一项行政命令，实施全国最严格的人工智能数据中心标准，因为我不会允许宾夕法尼亚人受到贪婪开发商的欺凌，也不会允许他们被这些大型科技公司的律师推土机般碾压。”

On August 18th of 2026, he posted, "I just signed an executive order implementing the strictest standards in the nation for AI data centers because I will not allow Pennsylvanians to be bullied by greedy developers and bulldozed by the lawyers working for these big tech companies.

我要给这些开发商提个醒，让他们知道，我们不会让他们欺负宾夕法尼亚州的人，无视我们享有清洁空气和纯净水的宪法权利，还抬高我们的水电费。

I'm putting these developers on notice and letting them know that we will not let them bully Pennsylvanians, disregard our constitutional right to clean air and pure water, and drive up our utility bills."

那到底发生了什么，让态度在短短一年多的时间里来了个一百八十度大转弯？

So what happened to get this sort of head-spinning shift in just a little more than a year?

其实，数据中心以前虽然不太受欢迎，但也没怎么引起大家的注意，现在却从大家不太关心的话题，变成了炙手可热的政治对立话题。

Well, what happened is that data centers, which were never particularly popular, but also weren't really on most people's radars, went from benign disinterest to hot-button oppositional political topic du jour.

差不多在夏皮罗2025年8月签下第一份协议的时候，有个民调机构问美国选民，是否支持在家附近建数据中心。

Right around the same time that Shapiro was signing that first deal back in August of '25, a pollster asked American voters whether they'd support a data center being built near their home.

结果基本上是五五开。

It was basically a tie.

实际上，支持的人稍微多一点，43%对42%。

In fact, the in favors slightly nudged out the opposed 43% to 42%.

到了2026年2月，情况就变了，反对的人占了51%。

By February of 2026, things had shifted, with 51% opposed.

到了今年5月，反对的人升到了70%，而到了8月，有整整四分之三，也就是75%的受访美国人都反对在当地建数据中心，其中超过60%的人强烈反对。

By May of this year, it was up to 70% opposed, and by August, a full three-quarters, 75% of Americans who were polled were opposed to local data center development, with more than 60% strongly opposed.

记者罗宾逊·迈耶写道：“美国人对数据中心的态度已经戏剧性地转变了33个百分点。

Wrote journalist Robinson Meyer, "Americans have swung a remarkable 33 points against data centers.

这种美国公众舆论的转变速度之快、程度之深，是我以前在任何议题上都难以想象的。”

It's a faster and deeper shift in American public opinion than I would have once thought possible on any issue."

过去几个月，随着中期选举日益临近，两党对数据中心的不满情绪日益高涨，这已成为两党共同关注的问题。

Over the past few months, as the midterms creep closer, broad bipartisan and growing discontent with data centers has made it an issue on both sides of the aisle.

事实上，在俄亥俄州至少一场关键的参议员竞选中，参议院共和党竞选部门在一份备忘录中警告说，数据中心问题可能会让他们输掉选举。

In fact, in at least one key senatorial race in Ohio, the Senate GOP's campaign arm warned in a memo that the data center issue was likely to lose them the election.

这份备忘录不仅发给了俄亥俄州的竞选工作人员，也发给了所有主要的科技公司和超大规模数据中心运营商。

The memo was sent out not just to campaign staffers in Ohio, but to all of the key tech companies and hyperscalers as well.

尽管特朗普总统试图反驳，认为数据中心对社区有益，人工智能（他现在称之为SI，即超级智能）对美国国家成功至关重要，但他的言论甚至没有引起其基本盘的支持。

And even as President Trump has tried to push back, arguing that data centers are good for communities, that AI or as he now calls it, SI, super intelligence, is essential and vital to American national success, his message has not resonated even with his base.

今年8月《经济学人》和YouGov的民调显示，在2024年特朗普选民中，有35%支持在附近建设数据中心，而47%反对。

An Economist and YouGov poll from August of this year found that while 35% of 2024 Trump voters supported a data center near them, 47% opposed them.

当然，这在一定程度上与人工智能本身有关。

Part of this is, of course, about AI itself.

不过有意思的是，如果你仔细看这些数字，就会发现这显然不只是AI行业自己的问题。

What's fascinating, though, is that when you dig into the numbers, it's very clear that this is not the AI industry's problem alone.

事实上，你会发现，生成式AI进入公众视野时，就已经背负着之前那些技术平台、运动以及领导者留下的负面印象，而这些跟AI本身毫无关系。

In fact, what becomes clear is that generative AI came into public consciousness with a handicap handed down from the perceptions of previous technology platforms, movements, and leaders that had nothing to do with AI.

现实是这样的。

Here's the reality.

大约15年的时间里，科技行业从美国最受尊敬和信任的大型行业之一，变成了人们对金钱和权力最深焦虑的化身。

Over roughly 15 years, tech went from one of the most admired and trusted large industries in America to the embodiment of people's deepest anxieties about money and power.

早在2013年，根据爱德曼的全球信任度调查，科技行业是最受信任的行业，信任度达到77%。

Back in 2013, technology was, according to Edelman's Global Trust Survey, the most trusted industry at 77%.

前一年它也是排名第一的行业。

It had been the number one industry the year before as well.

2015年，71%的美国人告诉皮尤研究中心，科技公司对国家有积极影响。

In 2015, 71% of Americans told Pew that tech companies had a positive effect on the country.

但到了2019年，仅仅四年后，这个数字就降到了50%。

But by 2019, just four years later, that number was down to 50%.

这种下滑也不是某一党派的问题，民主党和共和党的态度都在急剧恶化。

This decline was also not partisan, with both Democrat and Republican attitudes cratering.

在盖洛普对不同行业的整体评价中，计算机行业在2017年达到75%的正面评价峰值，但今年已经一路跌到48%。

In Gallup ratings of people's overall view of different industries, the computer industry peaked at 75% positive in 2017 and has come all the way down to 48% this year.

与此同时，互联网行业从2017年的59%正面评价，到2021年已经转为净负面，正面评价只有35%，而负面评价占40%。

The internet industry, meanwhile, went from 59% positive in 2017 to a net negative by 2021, with just 35% positive ratings, compared to 40% who viewed it negatively.

要理解我们是怎么走到这一步的，你得回到科技行业还充满希望和潜力的时候。

To understand how we got here, you have to go back to when the tech industry was nothing but promise and potential.

好了，朋友们。

All right, friends.

这就是《科技如何失去美国》的开头部分。

Well, that is the beginning of How Tech Lost America.

完整节目现在已经在《我们如何走到今天》的频道上发布了。

The full episode is out right now on the How We Got Here feed.

再次感谢大家，如果你们能关注这个节目，给它评分和评论，我会非常感激。

Again, I would so appreciate it if you would follow the show, rate it, and review it.

链接在节目说明里。

The link is in the show notes.

一如既往，感谢大家的收听，我们下期《AI每日简报》再见。

I appreciate you guys listening, as always, and I'll see you back here on The AI Daily Brief.